Kelman-Lazarov, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 683 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 3.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kelman-Lazarov, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$5,346,529
-13.7%
73,939
-10.2%
1.26%
-15.2%
Q2 2023$6,195,943
-10.6%
82,360
-8.8%
1.49%
-17.2%
Q1 2023$6,930,082
+12.9%
90,306
+9.4%
1.80%
+4.2%
Q4 2022$6,135,562
-46.8%
82,556
-47.4%
1.73%
-56.0%
Q3 2022$11,532,000
-43.3%
156,940
-40.1%
3.92%
-42.9%
Q2 2022$20,340,000261,9436.87%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$123,349,00040.90%
Willow Creek Wealth Management Inc. 627,242$54,256,00025.99%
Hapanowicz & Associates Financial Services, Inc 220,848$19,099,00012.60%
Franklin, Parlapiano, Turner & Welch, LLC 306,123$26,480,00010.37%
Diversified Portfolios, Inc. 209,575$18,128,0009.96%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,125$30,892,0008.47%
Enterprise Bank & Trust Co 161,366$13,958,0007.19%
Independence Advisors, LLC 312,851$27,062,0006.94%
FC Advisory LLC 119,691$10,305,0006.38%
Sensible Financial Planning & Management, LLC. 152,190$13,164,0005.63%
View complete list of VANGUARD BD INDEX FDS shareholders